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Planning Estate

Location:
Portland, OR
Posted:
January 04, 2013

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Emily V. Karr

Partner

503-***-**** Direct

503-***-**** Fax

abp2em@r.postjobfree.com

Practice Areas

Estate and Trust Administration & Fiduciary Litigation

8/24/2012 - 159 Stoel Rives Attorneys Named to The Best Lawyers in America Directory

9/2/2011 - 134 Stoel Rives Attorneys Named to The Best Lawyers in America Directory

8/17/2010 -

11/16/2009 -

8/12/2009 -

11/18/2008 -

12/18/2007 -

10/10/2007 -

11/17/2006 -

9/12/2006 -

Publications

1/10/2012 - Tax Law Alert: IRS Announces Third Offshore Voluntary Disclosure Program Related to Foreign Bank Account Reporting (FBAR)

12/17/2010 - Tax Law Alert: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Enacted

3/1/2010 - Estate Planning Client Alert - Estate Tax Changes in 2010 (PDF)

3/26/2007 - Estate Planning Update - Spring 2007 (PDF)

1/1/2001 -

Emily V. Karr

Experience

Emily Karr practices in the areas of estate and financial planning, personal tax planning and the administration of estates and trusts. Her practice includes advice related to estate and gift taxes, the income taxation of estates, trusts and beneficiaries, business succession planning and issues concerning charitable giving and tax-exempt organizations, as well as establishing family limited liability companies, insurance and personal residence trusts, generation-skipping trusts, dynasty trusts and domestic partner planning. Emily also focuses on international estate and tax planning for individuals, families and trusts, including developing cross-border estate planning and pre-immigration planning. Her experience also includes tax-exempt organization law, advising nonprofit boards on corporate governance and developing charitable giving plans involving charitable lead trusts, charitable remainder trusts, charitable gift annuities and private foundations.

Prior to joining Stoel Rives, Emily was a law clerk for the Honorable Ernest C. Torres, U.S. District Court for the District of Rhode Island (1988-1989). Professional Honors & ActivitiesListed in Best Lawyers in America® (currently: Trusts and Estates), 2005-2013Listed in Oregon Super Lawyers® (Estate Planning and Probate), 2009-present

Fellow, American College of Trust and Estate Counsel (ACTEC) (International Estate Planning Committee)

Past President, Estate Planning Council of Portland

Former adjunct professor, Northwestern School of Law of Lewis & Clark College

Member, Society of Trust and Estate Practitioners (STEP)

Member, Oregon State Bar

Member, Multnomah Bar

Member, American Bar Association

Member, Estate Planning and Administration, Business Law, Elder Law, and Taxation sections of the Oregon State BarPresentations"Transfer Taxes on Non Resident Aliens," ALI-CLE,Toronto"International Estate Planning," American Law Institute American Bar Association at Madison, Wisconsin, ACTEC summer seminar and annual meeting and Seattle Estate Planning Council annual seminar

"Estate Planning for Closely-Held Businesses", Oregon Law Institute

"Planned Giving Approaches for Non Traditional Families"

"Life Insurance Trusts," Oregon Law Institute, Oregon State Bar and Oregon Society of Certified Public Accountants

"Post-Mortem Planning," Oregon Society of Certified Public Accountants

"Drafting Tax Clauses," and "Practical Drafting Under the New Tax Act", Oregon State Bar

"Estate Tax Planning and Tax Apportionment," Oregon Law Institute

"Revocable Living Trusts," Multnomah Bar AssociationCivic ActivitiesMember, Planned Giving Advisory Council, The Carter Center, 2012-presentChair, Board of Trustees, The Library Foundation, 2007-present

Vice Chair, Board of Trustees, Northwest Academy, 2007-present

Vice Chair, Board of Directors, Business for Culture and the Arts, 2003-presentLegal advisor for various nonprofit organizations and planned giving committeesPast Board Service Oregon Ballet Theatre, 2000-2007

Northwest Earth Institute, 1998-2006

Mental Health Services West, 1990-1999

Publications"Tax Issues in Administration of Trusts," Administering Oregon Trusts"Rule Against Perpetuities," Administering Oregon Trusts"HIPAA Overview," Oregon Estate Planning and Administration Section Newsletter"Unitrust Conversions, Trust Amendments and Cottage Savings Issues," Oregon Estate Planning and Administration Section Newsletter"Claims Against Estate for Services Rendered to Decedent," Oregon Estate Planning and Administration Section Newsletter"Order of Priority of Claims Against Estate and Possible Federal Preemption," Oregon Estate Planning and Administration Section Newsletter"Estate Planning for Owners of Closely Held Businesses," Advising Oregon Businesses; "Options for Intrafamily Transfer of Vacation and Other Residential Property," Oregon Estate Planning and Administration Section Newsletter"Tuition Savings Programs," Oregon Estate Planning and Administration Section Newsletter"Distributions of IRAs or Qualified Retirement Plans to or for the Benefit of Spouse: A Comparison of Outright Dispositions and QTIP Trusts," Oregon Estate Planning and Administration Section Newsletter"Qualified Domestic Trust Regulations," Oregon Estate Planning and Administration Section Newsletter"The Oregon Rule Against Perpetuities," Administering Oregon Trusts"Rule Against Perpetuities: Does "Later-of" Make You Too Late?", Oregon Estate Planning and Administration Section Newsletter"Escrow Agreement for Pledge of Stock," Advising Oregon BusinessesEducationDuke University School of Law, J.D. and LL.M., Foreign and International Law, 1988, with honors

Notes Editor, Duke Law Journal, 1987-1988 Northwestern University, B.A., History, 1985Admissions

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